Kovitz Investment Group Partners
IUSV icon

Kovitz Investment Group Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Kovitz Investment Group Partners’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-22,915
Closed -$2.29M – 884
2025
Q3 		$2.29M Sell
22,915
-8
-0% -$779 0.01% 627
2025
Q2 		$2.17M Sell
22,923
-11,015
-32% -$994K 0.01% 615
2025
Q1 		$3.13M Sell
33,938
-3,415
-9% -$320K 0.02% 493
2024
Q4 		$3.46M Buy
37,353
+19,515
+109% +$1.88M 0.02% 474
2024
Q3 		$1.6M Buy
17,838
+1,184
+7% +$109K 0.01% 530
2024
Q2 		$1.47M Sell
16,654
-665
-4% -$58.6K 0.01% 473
2024
Q1 		$1.57M Sell
17,319
-31,503
-65% -$2.71M 0.02% 331
2023
Q4 		$4.12M Buy
48,822
+40,737
+504% +$3.17M 0.07% 180
2023
Q3 		$603K Sell
8,085
-282
-3% -$22.1K 0.01% 315
2023
Q2 		$655K Sell
8,367
-246
-3% -$18.4K 0.01% 323
2023
Q1 		$635K Sell
8,613
-3,642
-30% -$268K 0.01% 325
2022
Q4 		$866K Buy
12,255
+391
+3% +$27.2K 0.02% 296
2022
Q3 		$743K Buy
11,864
+769
+7% +$53.1K 0.02% 299
2022
Q2 		$742K Sell
11,095
-196
-2% -$14.1K 0.02% 311
2022
Q1 		$857K Buy
11,291
+6,036
+115% +$452K 0.02% 303
2021
Q4 		$327K Buy
+5,255
New +$390K 0.01% 365
2021
Q2 		– Sell
-4,529
Closed -$312K – 432
2021
Q1 		$312K Sell
4,529
-726
-14% -$47.6K 0.01% 362
2020
Q4 		$327K Buy
5,255
+1,561
+42% +$91.5K 0.01% 364
2020
Q3 		$201K Buy
+3,694
New +$202K 0.01% 390
2020
Q1 		– Sell
-36,053
Closed -$2.27M – 381
2019
Q4 		$2.27M Buy
+36,053
New +$2.17M 0.07% 188
2019
Q1 		– Sell
-12,020
Closed -$590K – 364
2018
Q4 		$590K Buy
+12,020
New +$639K 0.02% 220

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Kovitz Investment Group Partners's IUSV Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2025, closing a stake of 22,915 shares — an estimated $2.29M sold.

Kovitz Investment Group Partners first reported a position in IUSV in Q4 2018 and held it in 21 quarters. The position peaked at $4.12M in Q4 2023. 798 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares Core S&P US Value ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 22,915 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $2.29M.
  • Kovitz Investment Group Partners first reported a position in iShares Core S&P US Value ETF in Q4 2018 and held it in 21 quarters.
  • Kovitz Investment Group Partners's iShares Core S&P US Value ETF position peaked at $4.12M in Q4 2023.
  • 798 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.